Maribeth, joined Raymond James in 1999. Maribeth uses her experience to help clients with a wide variety of requests. She is responsible for coordinating client appointments and reviews, as well as handling account transfers, distributions, and client statement questions. In addition, she assists 401(k) and 403(b) participants with rollovers and distribution requests. While she is known for her knowledge, she is also known for the way she has of making clients glad they called.

When not at work, Maribeth and her husband, Alex, enjoy boating and spending time with their grandkids.

I’m Bilingual English/Spanish.